Asset Allocation
Asset Allocation Issues
Family offices are realigning their portfolios to avoid geopolitical, home region, concentration and currency risks.
Tag: concentration of risk
Opinion
Private Markets Don’t Need More Data; They Need Data That Connect
Standardized information to compare fund and manager performance across cohorts and to reconcile exposure, risk and valuation across portfolio holdings, writes a Bloomberg executive.
Risk
With Mega-IPOs, Index Concentration Can Encourage Shift Toward Active Management
As indexes are increasingly dominated by large companies, managers tout active strategies as a solution.
Asset Allocation
Ongoing Tariff Uncertainty Tests Investor Discipline
Market swings have been all too common since last year, leading investors to warn against complacency.
Asset Allocation
Despite High Market Concentration, Investors Are Holding On
Institutions might be willing to maintain their bet on concentrated markets, if top-performing equities grind higher.
Asset Allocation
Expectations Wobble for Another Decade of Strong Equities
It’s a ‘particularly perilous’ time to forecast ongoing stock outperformance, says a new report from AQR.